Working on the presumption that the KashFlow uses the same or similar logic to MS Word, perhaps having a partial save or recover document for when things unexpected happen. Personal experience 2 hours worth of work lost as it deemed me "Inactive"
copy/add purchase to a new quote line, inside a draft quote
You can already copy a purchase into quotes. However our company would find it useful to copy a purchase inside a quote/job/draft and onto a new line. Once this quote has been invoiced, and then paid by our customer. We would also find it useful i...
Subcontractors tax remittance needed to send to subcontractor as required by HMRC. When printing the invoice after CIS tax deducted, the invoice says 'Purchase Order' - just change the wording to 'Tax Remittance' as this has all the details on tha...
Currently default sales codes for existing customers can only be changed on an individual basis, I would like the ability to change the default sales code for new customers and to be asked if I would like to update existing customers too.
Please remove outstanding balance on statement this is irrelevant to customers/suppliers current situation
Can you please remove balance brought forward in statement as usually require only existing information when choosing dates, this just confuses customers, suppliers. This would be most appreciated as never come across any other software that does ...
I am aware of various reports, such a 'income by product' and 'income by customer' within Kashflow. What I'm ideally looking for is a combination of these. I require an export of all sales invoices raised, with a column for the service provided (p...